|
8301
|
Townsend Financial Planning
Mt Sterling,
Kentucky
|
$100M
|
–
|
–
|
0.98%
|
–
|
26
|
–
|
0
|
|
|
8302
|
Unified Investment Management
Atlanta,
Georgia
|
$100M
|
-$366K
|
-0.4%
|
1.14%
|
–
|
142
|
7.75%
|
0.8
|
|
|
8303
|
Entelevest
Coral Gables,
Florida
|
$100M
|
–
|
–
|
2.59%
|
–
|
143
|
–
|
0
|
|
|
8304
|
Michelson Medical Research Foundation
Los Angeles,
California
|
$100M
|
-$15.2M
|
-13%
|
2.88%
|
52.2%
|
22
|
18.18%
|
1.9
|
|
|
8305
|
Shelter Rock Management
Jericho,
New York
|
$100M
|
–
|
–
|
1.17%
|
–
|
42
|
–
|
0
|
|
|
8306
|
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
|
$100M
|
+$6.51M
|
+7%
|
9.69%
|
–
|
350
|
25.71%
|
0.5
|
|
|
8307
|
Peoples Bank (Kansas)
Pratt,
Kansas
|
$99.5M
|
-$1.21M
|
-1%
|
2.6%
|
74.5%
|
102
|
8.82%
|
2
|
|
|
8308
|
Seven Six Capital Management
New York
|
$99.4M
|
-$2.07M
|
-2%
|
2.6%
|
–
|
28
|
17.86%
|
0.8
|
|
|
8309
|
Boxwood Ventures
Chicago,
Illinois
|
$99.4M
|
+$9.6M
|
+11%
|
3.59%
|
88%
|
34
|
8.82%
|
2.4
|
|
|
8310
|
Jefferson Bridge Capital
Nashville,
Tennessee
|
$99.3M
|
–
|
–
|
3.23%
|
–
|
54
|
–
|
0
|
|
|
8311
|
Hicks Capital Management
Columbus,
Ohio
|
$99.3M
|
+$38.1M
|
+62%
|
1.72%
|
–
|
34
|
20.59%
|
0.4
|
|
|
8312
|
V.M. Manning & Co
Greenville,
South Carolina
|
$99.1M
|
-$10.6M
|
-10%
|
3.4%
|
–
|
58
|
17.24%
|
0.4
|
|
|
8313
|
Sulzberger Capital Advisors
Miami,
Florida
|
$99M
|
+$9.36M
|
+10%
|
2.53%
|
–
|
57
|
19.3%
|
0.8
|
|
|
8314
|
RCW Management
Jacksonville,
Florida
|
$99M
|
–
|
–
|
2.2%
|
–
|
66
|
–
|
0
|
|
|
8315
|
Burkett Asset Management
Victoria,
|
$98.9M
|
–
|
–
|
4.93%
|
–
|
58
|
–
|
0
|
|
|
8316
|
RD Finance Ltd
Limassol,
Cyprus
|
$98.9M
|
+$5.56M
|
+6%
|
5.44%
|
–
|
28
|
57.14%
|
0.3
|
|
|
8317
|
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
|
$98.8M
|
-$2.66M
|
-3%
|
1.38%
|
65.5%
|
58
|
3.45%
|
2
|
|
|
8318
|
Box Hill Private Wealth
Scottsdale,
Arizona
|
$98.8M
|
–
|
–
|
2.74%
|
–
|
55
|
–
|
0
|
|
|
8319
|
Helium Advisors
Everett,
Washington
|
$98.7M
|
-$21M
|
-18%
|
1.22%
|
–
|
97
|
23.71%
|
0.9
|
|
|
8320
|
Triad Investment Management
Newport Beach,
California
|
$98.7M
|
–
|
–
|
7.12%
|
–
|
36
|
–
|
3.6
|
|
|
8321
|
Apex Wealth Management
Bedford,
New Hampshire
|
$98.5M
|
-$41.4M
|
-30%
|
1.92%
|
–
|
62
|
24.19%
|
0.8
|
|
|
8322
|
Whitford Management
New York
|
$98.5M
|
-$1.09M
|
-1%
|
0.19%
|
76.2%
|
32
|
62.5%
|
0.6
|
|
|
8323
|
Inkwell Capital
Miami,
Florida
|
$98.4M
|
+$381K
|
+0.4%
|
4.53%
|
–
|
29
|
0%
|
0.9
|
|
|
8324
|
Sensenig Capital Advisors
Collegeville,
Pennsylvania
|
$98.4M
|
–
|
–
|
2.53%
|
–
|
33
|
–
|
0
|
|
|
8325
|
Willow Financial
Rogers,
Arkansas
|
$98.4M
|
–
|
–
|
0.95%
|
–
|
40
|
–
|
0
|
|